SEI White Paper: Advisors Must View Themselves as Business Owners to Achieve Long-Term Success

SEI White Paper: Advisors Must View Themselves as Business Owners to Achieve 
Long-Term Success 
Paper Outlines Three-Tiered Approach to Help Advisors Build
Sustainable Businesses 
OAKS, PA -- (Marketwired) -- 10/29/13 --   As independent advisors
grow their businesses, they often fail to capitalize on the unique
characteristics that set them apart from legacy and big-brand
competitors, according to a white paper released today by SEI
(NASDAQ: SEIC). The paper, titled "Dotting the I's: How Independence,
Integration and Intelligence can Transform your Practice into a
Sustainable Business," offers an in-depth look at the strategies and
techniques necessary to successfully manage growth. It highlights the
importance of multi-faceted thinking and a holistic approach to
"The independent RIA segment has experienced incredible growth since
2005 and we don't see any signs of that pace slowing," said John
Anderson, Head of Practice Management for the SEI Advisor Network.
"As such, many advisors have the opportunity to branch out, but seem
to be unprepared for what they encounter once they do. However,
capitalizing on the very strengths that differentiate their firm --
independence, integration, and intelligence -- can help them flourish
as business owners. Taking stock of these attributes and
understanding how to apply them as they evolve is key to advisor
business growth." 
A recent SEI poll revealed that nearly two-thirds of respondents
identified themselves largely as advisors, rather than business
owners. This highlights the need for guidance and best practices when
it comes to business management. The white paper focuses on
leveraging independence, integration, and intelligence to build an
advisory firm. According to the paper, the "three I's" build upon one
another to form a pyramid. At the base of the pyramid, independence
is an advisor's most basic asset and allows the advisor to make
business decisions that are in the firm's best interest. Integration
is the second tier and is critical to advisor and firm efficiency. At
the top of the pyramid, intelligence means leveraging a firm's
intellectual capital and finding the right balance between managing
client relationships and making effective decisions. 
"Investments are changing, client expectations are changing and to be
successful, advisors have to think beyond individual relationships to
institutionalized business practices," said Bill Glubiak, CEO of
Cedar Brook Financial Partners of Cleveland, Ohio. "From implementing
new client service processes to integrating new technology everyone
on the team has to be prepared to adapt. Maintaining a focus on the
'three I's' gives you the framework needed to handle the complex,
diverse situations you will face in building a sustainable business." 
To request a copy of the white paper, please visit 
About The SEI Advisor Network
 The SEI Advisor Network provides
financial advisors with turnkey wealth management services through
outsourced investment strategies, administration and technology
platforms, and practice management programs. It is through these
services that SEI helps advisors save time, grow revenues, and
differentiate themselves in the market. With a history of financial
strength, stability, and transparency, the SEI Advisor Network has
been serving the independent financial advisor market for more than
20 years, has over 5,400 advisors who work with SEI, and $39 billion
in advisors' assets under management (as of September 30, 2013). The
SEI Advisor Network is a strategic business unit of SEI. For more
information, visit 
About SEI 
 SEI (NASDAQ: SEIC) is a leading global provider of
investment processing, fund processing, and investment management
business outsourcing solutions that help corporations, financial
institutions, financial advisors, and ultra-high-net-worth families
create and manage wealth. As of September 30, 2013, through its
subsidiaries and partnerships in which the company has a significant
interest, SEI manages or administers $529 billion in mutual fund and
pooled or separately managed assets, including $219 billion in assets
under management and $310 billion in client assets under
administration. For more information, visit 
Company Contact: 
Dana Grosser 
+1 610-676-2459  
Media Contact:
Jason Rocker
Braithwaite Communications
+1 215-564-3200 x110 
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